Summer Branch Intern: Client Experience & Investing

Fidelity Investments Inc.; San Antonio (TX); On-site; USD 28,000 - 33,000; Full time

Job summary

Fidelity Investments Inc. is offering a 10-week, on-site Branch Intern program hosted at an Investor Center. The internship focuses on customer service, exposure to investment products, and foundational financial planning knowledge.

Interns will work with professionals, join development initiatives, and gain practical experience in wealth management. The role emphasizes collaboration, problem solving, and delivering outstanding client experiences in a fast-paced environment, with structured

Qualifications

• Undergrad student in junior year with interest in investing and wealth management.
• Experience in customer service, retail, sales or banking.
• Leadership role in student organizations or clubs.
• Strong communication and relationship-building skills.

Responsibilities

• Assist with a broad range of investment products and services.
• Support the client experience at Fidelity Investor Center.
• Participate in professional development programs, mentorship, and networking events.
• Collaborate with the team to identify process improvements and drive positive outcomes.

Skills

Customer service

Interest in investing

Leadership experience

Communication skills

Professional demeanor

Education

Undergraduate student

Job description

Fidelity Investments Inc. is offering a 10-week, on-site Branch Intern program hosted at an Investor Center. The internship focuses on customer service, exposure to investment products, and foundational financial planning knowledge.

Interns will work with professionals, join development initiatives, and gain practical experience in wealth management. The role emphasizes collaboration, problem solving, and delivering outstanding client experiences in a fast-paced environment, with structured